Insights
Articles & Insights
Legislative Updates to Charitable Giving
Legislative Updates to Charitable Giving May 29, 2020 This post is a continuation of our series on recent legislative changes, with an update on charitable giving. There were important changes made to the tax rules on charitable gifts both in the 2017 Tax Cuts and...
Recent Changes to RMDs
Recent Changes to RMDs May 20, 2020 This post is intended to summarize some recent legislative changes that that will impact anyone taking Required Minimum Distributions (RMDs) from their IRA or 401k: RMDs from IRAs have been suspended for 2020. If you haven’t taken...
Market Recovery vs. the Headlines
Market Recovery vs. the Headlines May 12, 2020 Current headlines are announcing that the economic situation is worsening by the day (Monday, May 11th example on CNN: “The Economy is Plummeting”). On Friday, the April jobs report indicated that the coronavirus...
Market Commentary
Q3 2022 Market Chart Book
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: Q3 2022 Market Chartbook Download TABLE OF CONTENTS: Market Summary World Stock Market Performance US Stocks International Developed Stocks...
Q2 2022 Market Commentary
Plum Street Advisors 2022 Q2 Commentary Inflation has become a primary concern for US consumers. In the Boston area, where several of us at Plum Street Advisors live, the average price for a gallon of milk has gone from $3.54 in January to $4.27 in June – more than...
Q1 2022 Market Commentary
Plum Street Advisors 2022 Q1 Commentary Global markets declined in the first quarter of 2022 across most asset classes. During the quarter, the headlines were dominated by two significant news items. The first was the increase in inflation and interest rates. The...
Chart Books
Q1 2022 Market Chart Book
You can download our comprehensive market review in charts and tables from the link below. Topics covered include Q1 2022 Market Chartbook Download TABLE OF CONTENTS: Market Summary World Stock Market Performance US Stocks International Developed Stocks...
4Q21 Market Chart Book
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: 4Q21 Market ChartbookDownload TABLE OF CONTENTS: Market Summary World Stock Market Performance US Stocks International Developed Stocks Emerging Markets...
3Q21 Market Chart Book
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: 3Q21 Market ChartbookDownload TABLE OF CONTENTS: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed...